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We just set up our first ever budget. We noticed though that there's nothing in the Chart of Accounts that shows us how much is remaining in the budget as we spend from it for the month. How do you get it in an easy to access spot so you don't have to run a report after every expense to make sure you're staying within the budget?
Welcome to Community, EthanDale.
You can run and filter the Budget vs. Actuals report. It compares the budgeted amounts with the actual income and expenses. It provides a clear overview of how your actual financial performance aligns with the budgeted expectations.
Here's how:
Once done, you can export the report to Excel. Then, manually calculate the remaining budget for the month.
If you have other questions about reports, please let me know. I'm always here to help. Have a good one.
I understand the importance of having the feature to view how much is left in the budget of an account for the month, EthanDale.
As of now, this functionality is unavailable in QuickBooks Online. As a workaround, I recommend following the steps shared above. It can help you manually calculate the remaining balance.
Since this hasn't been added yet, I encourage feedback directly to our Product Development team. Doing so helps us improve the features of the program. I'll show you how:
For more details about how the budget works, please see this article: Create Budgets in QuickBooks Online.
You can get back on this thread to stay informed if there are any updates regarding the availability of the option. If you have any other questions about the program's features, please don't hesitate to keep us posted.
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